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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,720 | $91,439-33.6% | $135,974-55.3% | $71,511-15.1% |
| Participation rate | 54.5% | 75.7%-21.1pp | 81.9%-27.4pp | 67.9%-13.4pp |
| Annual return | 16.87% | 29.90%-13.0pp | 68.30%-51.4pp | 28.86%-12.0pp |
| Employer contribution / active EE | $382 | $3,705-89.7% | $4,859-92.1% | $2,589-85.2% |
| Participant deferral / active EE | $3,581 | $7,093-49.5% | $7,760-53.8% | $4,291-16.5% |
| Admin fee / account holder | $1,967 | $1,267+55.3% | $10,767-81.7% | $1,588+23.9% |